improving plans for tomorrow
Consulting
-
Plan design recommendations
-
Investment policy statement
-
Non-qualified plan recommendations
-
Spending policy statement for endowments
-
Investment committee fiduciary assessments
-
Investment committee certified fiduciary training
-
Education policy statement
![baton-slider baton-slider](https://ne-rc.com/wp-content/uploads/2021/01/baton-slider.jpg)
![Group of objects on wood table. Hourglass, magnifying glass, cal Group of objects on wood table. Hourglass, magnifying glass, calculator , Studio shot.](https://ne-rc.com/wp-content/uploads/2021/01/calculator-slider.jpg)
Investment Advisory & Outsourcing
-
Investment manager searches
-
Investment manager evaluation
-
Outsourcing of investment oversight
-
Custom target-date models
-
Fiduciary vault for secure safekeeping of documents
![Group of objects on wood table. Hourglass, magnifying glass, cal Group of objects on wood table. Hourglass, magnifying glass, calculator , Studio shot.](https://ne-rc.com/wp-content/uploads/2021/01/calculator-slider.jpg)
Vendor Searches
-
Vendor due diligence
-
Assisting clients to obtain the best value
-
Review and negotiate vendor contracts & agreements
-
Specializing in searches for record-keepers, auditors, actuaries, custodians, investment advisors, managed account providers
![vision-for-future-ne-rc-slider vision-for-future-ne-rc-slider](https://ne-rc.com/wp-content/uploads/2021/01/vision-for-future-ne-rc-slider.jpg)
![football-slider-min football-slider-min](https://ne-rc.com/wp-content/uploads/2021/01/football-slider-min.jpg)
Frozen Pension Plans
-
Specialist in terminal funding annuities
-
Specialist in guiding underfunded frozen pension plans to termination
-
Fiduciary Compliance with the Department of Labor (DOL) Bulletin 95-1
![football-slider-min football-slider-min](https://ne-rc.com/wp-content/uploads/2021/01/football-slider-min.jpg)
Retirement Readiness
Retirement Readiness
-
Retirement plan design that drives successful outcomes
-
Targeted participant guidance and advice
-
Healthcare savings plans
![1 New England Retirement Consultants](https://ne-rc.com/wp-content/uploads/2021/01/1-1.jpg)